The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 1,171 20,000 SH   SOLE   20,000 0 0
ACTAVIS PLC PLC G0083B108 13,154 44,196 SH   SOLE   44,196 0 0
ADAM NAT RES FD INC COM 00548F105 50,624 2,186,774 SH   SOLE   2,186,774 0 0
AETNA INC NEW COM 00817Y108 26,846 252,000 SH   SOLE   252,000 0 0
AGL RES INC COM 001204106 7,199 145,000 SH   SOLE   145,000 0 0
ALLSTATE CORP COM 020002101 23,486 330,000 SH   SOLE   330,000 0 0
AMAZON COM INC COM 023135106 18,605 50,000 SH   SOLE   50,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 7,945 145,000 SH   SOLE   145,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 9,886 105,000 SH   SOLE   105,000 0 0
APPLE INC COM 037833100 81,265 653,100 SH   SOLE   653,100 0 0
AUTOMATIC DATA PROCESSING COM 053015103 9,335 109,000 SH   SOLE   109,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,410 65,200 SH   SOLE   65,200 0 0
BIOGEN INC COM 09062X103 19,845 47,000 SH   SOLE   47,000 0 0
BOEING CO COM 097023105 30,766 205,000 SH   SOLE   205,000 0 0
BORGWARNER INC COM 099724106 8,286 137,000 SH   SOLE   137,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 19,311 245,000 SH   SOLE   245,000 0 0
CELGENE CORP COM 151020104 18,906 164,000 SH   SOLE   164,000 0 0
CERNER CORP COM 156782104 24,982 341,000 SH   SOLE   341,000 0 0
CF INDS HLDGS INC COM 125269100 14,193 50,031 SH   SOLE   50,031 0 0
CHEVRON CORP NEW COM 166764100 22,886 218,000 SH   SOLE   218,000 0 0
CISCO SYS INC COM 17275R102 12,276 446,000 SH   SOLE   446,000 0 0
CITIGROUP INC COM NEW 172967424 31,788 617,000 SH   SOLE   617,000 0 0
COCA COLA CO COM 191216100 12,165 300,000 SH   SOLE   300,000 0 0
COMCAST CORP NEW CL A 20030N101 25,541 452,300 SH   SOLE   452,300 0 0
CVS HEALTH CORP COM 126650100 32,408 314,000 SH   SOLE   314,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,914 265,000 SH   SOLE   265,000 0 0
DISNEY WALT CO COM DISNEY 254687106 39,606 377,600 SH   SOLE   377,600 0 0
DOLLAR GEN CORP NEW COM 256677105 20,458 271,400 SH   SOLE   271,400 0 0
DOVER CORP COM 260003108 12,165 176,000 SH   SOLE   176,000 0 0
EDISON INTL COM 281020107 9,246 148,000 SH   SOLE   148,000 0 0
EOG RES INC COM 26875P101 13,864 151,200 SH   SOLE   151,200 0 0
EXXON MOBIL CORP COM 30231G102 8,585 101,000 SH   SOLE   101,000 0 0
FACEBOOK INC CL A 30303M102 15,374 187,000 SH   SOLE   187,000 0 0
FEDEX CORP COM 31428X106 13,236 80,000 SH   SOLE   80,000 0 0
FLUOR CORP NEW COM 343412102 7,431 130,000 SH   SOLE   130,000 0 0
GARTNER INC COM 366651107 13,835 165,000 SH   SOLE   165,000 0 0
GENERAL ELECTRIC CO COM 369604103 6,116 246,500 SH   SOLE   246,500 0 0
GENERAL MLS INC COM 370334104 14,286 252,400 SH   SOLE   252,400 0 0
GILEAD SCIENCES INC COM 375558103 36,887 375,900 SH   SOLE   375,900 0 0
GOOGLE INC CL A 38259P508 19,692 35,500 SH   SOLE   35,500 0 0
GOOGLE INC CL C 38259P706 19,454 35,500 SH   SOLE   35,500 0 0
HANESBRANDS INC COM 410345102 20,374 608,000 SH   SOLE   608,000 0 0
HERSHEY CO COM 427866108 15,137 150,000 SH   SOLE   150,000 0 0
HONEYWELL INTL INC COM 438516106 29,989 287,500 SH   SOLE   287,500 0 0
INTEL CORP COM 458140100 9,694 310,000 SH   SOLE   310,000 0 0
INTERNATIONAL BUSINESS MACH COM 459200101 6,869 42,800 SH   SOLE   42,800 0 0
ISHARES TR U.S. REAL ES ETF 464287739 11,717 147,722 SH   SOLE   147,722 0 0
JOHNSON & JOHNSON COM 478160104 6,438 64,000 SH   SOLE   64,000 0 0
JPMORGAN CHASE & CO COM 46625H100 27,261 450,000 SH   SOLE   450,000 0 0
LAM RESEARCH CORP COM 512807108 4,565 65,000 SH   SOLE   65,000 0 0
LAS VEGAS SANDS CORP COM 517834107 8,256 150,000 SH   SOLE   150,000 0 0
LINCOLN NATL CORP IND COM 534187109 15,514 270,000 SH   SOLE   270,000 0 0
LOWES COS INC COM 548661107 30,128 405,000 SH   SOLE   405,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 18,526 211,000 SH   SOLE   211,000 0 0
MAGNA INTL INC COM 559222401 13,522 252,000 SH   SOLE   252,000 0 0
MARATHON PETE CORP COM 56585A102 8,498 83,000 SH   SOLE   83,000 0 0
MASTERCARD INC CL A 57636Q104 19,870 230,000 SH   SOLE   230,000 0 0
MCKESSON CORP COM 58155Q103 26,239 116,000 SH   SOLE   116,000 0 0
MERCK & CO INC NEW CON 58933Y105 27,590 480,000 SH   SOLE   480,000 0 0
MICRON TECHNOLOGY INC SHS 595112103 12,588 464,000 SH   SOLE   464,000 0 0
MICROSOFT CORP COM 594918104 25,157 618,800 SH   SOLE   618,800 0 0
NASDAQ OMX GROUP INC COM 631103108 18,338 360,000 SH   SOLE   360,000 0 0
NAVIENT CORP COM 63938C108 10,572 520,000 SH   SOLE   520,000 0 0
NEXTERA ENERGY INC COM 65339F101 8,428 81,000 SH   SOLE   81,000 0 0
NOBLE ENERGY INC COM 655044105 8,558 175,000 SH   SOLE   175,000 0 0
NOVARTIS A G SPONSORED ADR 66987V109 23,568 239,000 SH   SOLE   239,000 0 0
NRG ENERGY INC COM NEW 629377508 5,995 238,000 SH   SOLE   238,000 0 0
ORACLE CORP COM 68389X105 13,204 306,000 SH   SOLE   306,000 0 0
PEPSICO INC COM 713448108 32,845 343,500 SH   SOLE   343,500 0 0
PHILIP MORRIS INTL INC COM 718172109 19,797 262,800 SH   SOLE   262,800 0 0
PINNACLE WEST CAP CORP COM 723484101 7,331 115,000 SH   SOLE   115,000 0 0
PRAXAIR INC COM 74005P104 8,150 67,500 SH   SOLE   67,500 0 0
PROCTER & GAMBLE CO COM 742718109 10,804 131,850 SH   SOLE   131,850 0 0
PRUDENTIAL FINL INC COM 744320102 15,660 195,000 SH   SOLE   195,000 0 0
QUALCOMM INC COM 747525103 10,498 151,400 SH   SOLE   151,400 0 0
SBA COMMUNICATIONS CORP COM 78388J106 10,539 90,000 SH   SOLE   90,000 0 0
SCHLUMBERGER LTD COM 806857108 14,293 171,300 SH   SOLE   171,300 0 0
SIMON PPTY GROUP INC NEW COM 828806109 17,510 89,500 SH   SOLE   89,500 0 0
UNILEVER PLC SPON ADR NEW 904767704 4,599 110,250 SH   SOLE   110,250 0 0
UNION PAC CORP COM 907818108 30,110 278,000 SH   SOLE   278,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 16,349 139,500 SH   SOLE   139,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 18,917 389,000 SH   SOLE   389,000 0 0
VISA INC COM CL A 92826C839 21,062 322,000 SH   SOLE   322,000 0 0
WELLS FARGO & CO NEW COM 949746101 39,114 719,000 SH   SOLE   719,000 0 0
WESTERN DIGITAL CORP COM 958102105 7,554 83,000 SH   SOLE   83,000 0 0
WHIRLPOOL CORP COM 963320106 13,336 66,000 SH   SOLE   66,000 0 0